A detailed history of Yakira Capital Management, Inc. transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Yakira Capital Management, Inc. holds 139,377 shares of SWZ stock, worth $827,899. This represents 0.38% of its overall portfolio holdings.

Number of Shares
139,377
Previous 30,105 362.97%
Holding current value
$827,899
Previous $277,000 218.77%
% of portfolio
0.38%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$6.14 - $9.38 $670,930 - $1.02 Million
109,272 Added 362.97%
139,377 $883,000
Q1 2025

May 14, 2025

BUY
$7.57 - $9.22 $227,894 - $277,568
30,105 New
30,105 $277,000

Others Institutions Holding SWZ

About SWISS HELVETIA FUND, INC.


  • Ticker SWZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all ma...
More about SWZ
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